Run every client's change in their own workspace. Hand it over when you're done.
ChangeOS gives a practice one login across all its engagements, keeps each client's data in its own organisation, and makes the eventual handover a deliberate step rather than an export.
Client workspaces
Create a separate workspace for each client — its own change portfolio, people, readiness scores, settings and AI allowance. Your team works inside it from day one; the client is invited when you're ready, not before.
The partner role
Your staff reach a client workspace through the engagement, not thirty individual invites. Partners can do all of the change-management work; they can't touch the client's settings, billing or owner. Ending the engagement revokes everyone at once.
Transparency the client can see
Every client owner sees exactly who from your practice has access, what the role permits and since when — and can revoke it with one click, without asking you. Your actions are labelled as partner activity in their audit trail.
Handover as a first-class step
When the engagement ends, ownership transfers through a guided sequence: nominate a verified client owner, review what becomes visible, choose your future access, decide who pays. Your working notes stay yours.
A portfolio across clients
One view of every active engagement: readiness roll-up, the lowest-scoring team, open risks, days since anyone touched it, handover status — sorted so the one that needs you is at the top. Aggregates only cross the boundary.
Partner-only notes & the vault
Keep working notes on any stakeholder or change that the client never sees. When an engagement ends they move to your practice's vault with a retention period you set — and the client can ask you to delete them, with the request and the deletion both audited.
AI that knows the client
Every client workspace has its own AI allowance per person under your plan — drafts, risk scores, comms, sponsor updates and Gayle — plus the same Excel export and import your clients can keep using after handover.
How it's priced
One bill for the practice, metered on active client engagements — Practice for up to 5, Firm for up to 20, Enterprise beyond that. Every client workspace inside gets unlimited change projects, unlimited users and its own AI allowance. Hand a workspace over and it leaves your count the same day; at handover you choose whether billing moves to the client. See consultancy bands →
Nothing changes for in-house teams
Partner features are switched on by the first client workspace you create — never by a question at signup. An organisation running its own changes never sees any of this.